CG

Cutler Group Portfolio holdings

AUM $198M
1-Year Est. Return 27.33%
This Quarter Est. Return
1 Year Est. Return
+27.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,028
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$20.8M
3
+$14.9M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$12.8M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$12.5M

Top Sells

1
+$29.3M
2
+$24.4M
3
+$17.9M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$13.3M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$11.2M

Sector Composition

1 Technology 18.47%
2 Consumer Discretionary 16.2%
3 Financials 13.7%
4 Communication Services 7.31%
5 Industrials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$39K ﹤0.01%
1,598
-13,414
1327
$39K ﹤0.01%
225
+100
1328
$39K ﹤0.01%
310
+205
1329
$39K ﹤0.01%
+3,801
1330
$39K ﹤0.01%
3,663
-1,706
1331
$38K ﹤0.01%
+1,905
1332
$38K ﹤0.01%
+991
1333
$38K ﹤0.01%
1,200
+500
1334
$38K ﹤0.01%
+800
1335
$38K ﹤0.01%
+2,310
1336
$38K ﹤0.01%
+2,677
1337
$38K ﹤0.01%
+1,182
1338
$37K ﹤0.01%
+440
1339
$37K ﹤0.01%
63
+60
1340
$37K ﹤0.01%
400
+300
1341
$37K ﹤0.01%
1,200
+200
1342
$37K ﹤0.01%
4,390
+200
1343
$36K ﹤0.01%
1,077
+870
1344
$36K ﹤0.01%
200
-999
1345
$36K ﹤0.01%
1,100
-460
1346
$36K ﹤0.01%
4,549
-10,769
1347
$36K ﹤0.01%
589
-1,481
1348
$36K ﹤0.01%
+2,900
1349
$36K ﹤0.01%
+9
1350
$36K ﹤0.01%
+599
52 53
54
55 56